#5
Best Mid-Cap stocks to invest in 2015
Stock 1-Glenmark Pharma
About
Glenmark Pharmaceuticals Ltd is a research-driven, global, integrated pharmaceutical company which is a leading niche player in the discovery of new molecules both NCEs (new chemical entity) and NBEs (new biological entity) with significant exposure in the generic business and API business.
Investment Argument
The growth, going ahead is likely to be broad based with India and the US, the largest geographies growing at a decent pace and emerging segments such as RoW markets and Latin America showing greater traction. Taking into account the product pipeline the prospects are certainly to improve in FY16E and FY17E if indeed the momentum improves.
Risk
The US FDA had issued a warning letter in 2009 to Glenmark Pharma to stop manufacturing Morphine Sulfate tablets and solutions and had again issued a warning letter in 2010 for marketing of unapproved new drugs which were in violation of the FDA act. CMP
Sales
OPM
EPS
PE
BVPS
PBV
EV
EV/Sales
ROE
2014-13 1017
6005
18
19
53
106
10
29247
5
18.2
2015-14 1017
6595
16
23
43
106
10
29368
4
22.1
FY
Financials
Stock 2-Aurobindo Pharma
About
Aurobindo Pharma Ltd derives 82% of its revenues out of international operations. APL has emerged as one of the top ANDA filers with 395 ANDAs filed in the US market. Going ahead, with US$70bn going offpatent in the US over the next three years, we believe APL is well placed to tap this opportunity and is one of the largest generic suppliers
Investment Argument
The recent acquisitions of the Western European formulation businesses of Actavis and US's Natrol, has lead APL to become a $ 2billion+ sales company. Aurobindo Pharma has received USFDA approval for Cefixime. The product has an estimated market size of US$123mn and has a lot of competition.
Risk
Half of the ANDA filings are awaiting approval, which may take some time to get cleared. This may delay the revenue recognizing opportunities of the company
Financials
FY
CMP
Sales
OPM
EPS
PE
BVPS
PBV
EV
EV/Sales
ROE
2014-13
716
8100
26
20
36
64
11
42899
5
31.3
2015-14
716
12043
21
27
26
88
8
43300
4
30.6
Stock 3-Divi's Lab
About
Divi's Labs is one of the leading players in the CRAMS segment and has one of the strongest Custom Chemical Synthesis (CCS) pipeline with presence in the entire lifecycle of a pharmaceutical product. Also it earns ~93% of its revenues are based on exports, of which 75% is earned from US and Europe
Investment Argument
In the current market scenario, Rupee has depreciated considerably. This would greatly benefit Divi's Lab since ~93% of their revenue comes from export of which 75% comes from US and Europe. Custom Synthesis business has been a high margin business and it has seen some good traction due to improving economic scenario globally
Risk
Although Custom Synthesis business is high margin but it is susceptible to fluctuation in demand due to slowing down of economy and de-stocking by the distributors. CMP
Sales
OPM
EPS
PE
BVPS
PBV
EV
EV/Sales
ROE
2014-13 2074
2532
40
58
36
223
9
28274
11
26.1
2015-14 2074
3103
38
64
32
263
8
28353
9
24.4
FY
Financials
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Stock 4-Cummins India
About
Cummins India Limited is leading manufacturer of diesel and natural gas engines in India. It has four business units - Industrial Engine, Power Generation, Distribution, and Automotive. Cummins in India, a power leader, is a group of complementary business units that provide varied services
Investment Argument
The company has reported strong growth numbers which was mainly due to strong export traction. Management has indicated that steps taken by the government to revive the economy have started bearing results which were reflected in early signs of recovery seen in segments linked to infrastructure and defense spend
Risk
The company is cautiously optimistic about their profitable growth prospects in the short-term. High raw material cost has impacted the company's operating margin which was mainly due to import of certain products which were CPCB-2 compliant.
CMP
Sales
OPM
EPS
PE
BVPS
PBV
EV
EV/Sales
ROE
2014 03 1116
3977
18
21
53
93
12
31568
8
22.9
2015 03 1116
4321
17
28
39
104
11
31766
7
27.2
FY
Financials
Stock 5-United Phosphorus
About
United Phosphorus Ltd (UPL) is one of the biggest producers and exporters of organic and inorganic mercury compounds in India and leads the domestic pesticide and fumigant segment- agrochemical industry. It is present across major markets including the US, EU, Latin America and India
Investment Argument
Global agrichem industry valued at US$53bn (CY2014) has one-third of its market share dominated by off-patent products. This provides a highgrowth opportunity for largely integrated generic players like UPL which plans to take advantage of this and increase its market share in the overall generic. Also it enjoys an edge over competition
Risk
Agrichem along with being a commodity product is dependent on agriculture which is further monsoon dependent. The current agriculture uncertainty of less rainfall may directly impact the company’s growth
Financials
FY
CMP
Sales
OPM
EPS
PE
BVPS
PBV
EV
EV/Sales
ROE
2014 03
520
10771
18
23
22
122
4
23310
2
19.0
2015 03
520
11911
20
27
19
137
4
23460
2
19.6
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